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Sales Basics

Accounts as Campaign Members

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Accounts as Campaign Members

To support your account-based marketing efforts, you can add an account or a person account to a campaign as a campaign member. Add accounts anywhere you normally add a campaign member, such as reports and related lists.

Required Editions

Available in: Salesforce Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Considerations for Using Accounts as Campaign Members
Before you start using Accounts as Campaign Members, review these considerations.
Enable Accounts as Campaign Members
To let users include accounts in campaign member lists and reports, turn on the feature and update page layouts.
Adding Accounts as Campaign Members
You can view and manage accounts, including person accounts, as campaign members in a few locations.

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